Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$666K Sell
2025
Q1
$657K Buy
2024
Q4
$524K Hold
2024
Q3
$506K Hold
2024
Q2
$440K Hold
2024
Q1
$405K Sell
2023
Q4
$389K Sell
2023
Q3
$350K Sell
2023
Q2
$386K Sell
2023
Q1
$503K Hold
2022
Q4
$481K Sell
2022
Q3
$403K Hold
2022
Q2
$550K Sell
2022
Q1
$627K Hold
2021
Q4
$653K Sell
2021
Q3
$764K Buy
2021
Q2
$736K Buy
2021
Q1
$749K Buy
2020
Q4
$699K Buy